How to work with hierarchies

How to view and modify existing hierarchies

Dimensions > choose dimension > > Hierarchies

  1. Select the hierarchy to modify.
  2. In the Attributes tab, make the changes and then click Save: the hierarchies for which changes have not yet been saved will be highlighted ().

How to create a hierarchy

Dimensions > choose dimension > New hierarchy

  1. Insert a code to attribute to the new hierarchy.
  2. Define the characteristics of the hierarchy, and then click OK: the hierarchy will be created inside the dimension hierarchy.

How to create a new element inside a hierarchy

Dimensions > choose dimension > Show all > choose hierarchy

  1. In the hierarchy structure, select the node within which to add the element, and then click : a new row will appear in the table.
  2. In the configuration tabs, add all the data for the element, and then click Save: the element will be created and will be related to the node and to the hierarchy at the same time.

How to relate an element to a hierarchy

Dimensions > choose dimension > Show all > choose hierarchy

  1. In the hierarchy structure, select the node to which the element is to be related, and then click : a new row will appear in the table.
  2. In the Attributes tab, insert the code of the element to be related, and then click Save: the element data will be reported in the table and the element will be related to the selected node in the hierarchy.

How to relate several elements to a hierarchy

Dimensions > choose dimension > List

  1. In the elements table, click : it is now possible to select several elements.
  2. In the elements table, select all the dimension elements to be related to the same hierarchy,
  3. In the Relationships tab, click : a new hierarchy selection box will be added.
  4. Select the desired hierarchy from those available.

Note: only the hierarchies to which it is possible to relate the element will be shown. 5. If necessary, select a node from those available within the hierarchy, and then click Save: the relationships created now apply to all selected elements.

How to add a node to a hierarchy

Dimensions > choose dimension > Show all > choose hierarchy

  1. In the hierarchy structure, select the root or the node within which to create a new node, and then click : a new node row will appear in the table.
  2. In the Attributes tab, insert the code of the node to be created, and then click Save: the node data are reported in the table and the node is related to the selected element in the hierarchy.

How to relate unrelated elements to a node

Dimensions > choose dimension > Show all > choose hierarchy

  1. In the hierarchy structure, select Unrelated elements: all the dimension elements that have not yet been related to any node will be shown in the table.
  2. Select the desired element and use your mouse to drag it to the desired node in the hierarchy structure.
  3. Click Save.

How to define hierarchy levels

Dimensions > choose dimension > Show all > choose hierarchy

  1. Click Hierarchy levels: the Hierarchy levels page will open.
  2. Click to add a new level: a new row will appear in the table.
  3. In the Attributes tab, insert the information about the new level, and then click Save: the new level will be created.